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飞凯材料涨2.03%,成交额5.80亿元,主力资金净流入802.90万元
Xin Lang Cai Jing· 2025-09-30 02:56
Core Viewpoint - Feikai Materials has shown significant stock performance and financial growth, indicating a positive outlook for the company in the high-tech materials sector [1][2]. Financial Performance - As of September 19, 2025, Feikai Materials achieved a revenue of 1.462 billion yuan, representing a year-on-year growth of 3.80% [2]. - The net profit attributable to shareholders for the same period was 217 million yuan, marking a substantial increase of 80.45% year-on-year [2]. - Cumulatively, the company has distributed 318 million yuan in dividends since its A-share listing, with 137 million yuan distributed over the last three years [3]. Stock Performance - The stock price of Feikai Materials increased by 66.87% year-to-date, with a 2.59% rise over the last five trading days, 14.17% over the last twenty days, and 28.82% over the last sixty days [1]. - As of September 30, the stock was trading at 26.19 yuan per share, with a market capitalization of 14.848 billion yuan [1]. Shareholder Information - The number of shareholders increased to 62,200 as of September 19, 2025, reflecting a 4.95% rise [2]. - The average number of circulating shares per shareholder decreased by 4.72% to 9,064 shares [2]. - Notable institutional holdings include Southern CSI 1000 ETF, which increased its holdings by 102,170 shares, and Hong Kong Central Clearing Limited, which reduced its holdings by 190,900 shares [3]. Business Overview - Feikai Materials specializes in the research, production, and sales of new materials, particularly ultraviolet curing materials, with a revenue breakdown of 52.32% from display materials, 24.51% from semiconductor materials, and 22.78% from ultraviolet curing materials [1]. - The company is classified under the electronic chemicals industry and is involved in several concept sectors, including photolithography and advanced packaging [1].
飞凯材料股价跌5.1%,华夏基金旗下1只基金位居十大流通股东,持有247.22万股浮亏损失341.16万元
Xin Lang Cai Jing· 2025-09-26 03:54
Group 1 - The core point of the news is that Feikai Materials experienced a 5.1% drop in stock price, reaching 25.66 CNY per share, with a trading volume of 1.028 billion CNY and a turnover rate of 6.97%, resulting in a total market capitalization of 14.548 billion CNY [1] - Feikai Materials, established on April 26, 2002, and listed on October 9, 2014, specializes in the research, production, and sales of new materials, particularly ultraviolet curing materials [1] - The company's main business revenue composition includes: display materials (52.32%), semiconductor materials (24.51%), ultraviolet curing materials (22.78%), and others (0.40%) [1] Group 2 - Among the top ten circulating shareholders of Feikai Materials, Huaxia Fund's Huaxia CSI 1000 ETF (159845) entered the list in the second quarter, holding 2.4722 million shares, which accounts for 0.44% of the circulating shares [2] - The estimated floating loss for Huaxia CSI 1000 ETF today is approximately 3.4116 million CNY [2] - The fund was established on March 18, 2021, with a latest scale of 38.227 billion CNY, and has achieved a year-to-date return of 27.29%, ranking 2093 out of 4220 in its category [2]
飞凯材料股价跌5.1%,南方基金旗下1只基金位居十大流通股东,持有419.4万股浮亏损失578.77万元
Xin Lang Cai Jing· 2025-09-26 03:54
Core Viewpoint - Feikai Materials experienced a 5.1% decline in stock price, closing at 25.66 CNY per share, with a trading volume of 1.028 billion CNY and a turnover rate of 6.97%, resulting in a total market capitalization of 14.548 billion CNY [1] Company Overview - Shanghai Feikai Materials Technology Co., Ltd. was established on April 26, 2002, and went public on October 9, 2014. The company specializes in the research, production, and sales of new materials, particularly ultraviolet curing materials suitable for high-tech applications [1] - The revenue composition of the company is as follows: display materials 52.32%, semiconductor materials 24.51%, ultraviolet curing materials 22.78%, and others 0.40% [1] Shareholder Information - Among the top ten circulating shareholders of Feikai Materials, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) increased its holdings by 1.0217 million shares in the second quarter, bringing its total to 4.194 million shares, which accounts for 0.74% of the circulating shares [2] - The estimated floating loss for the Southern CSI 1000 ETF today is approximately 5.7877 million CNY [2] Fund Manager Profile - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 325 days. The total asset size of the fund is 94.976 billion CNY, with the best fund return during the tenure being 137.49% and the worst being -15.93% [3]
飞凯材料股价涨5.52%,南方基金旗下1只基金位居十大流通股东,持有419.4万股浮盈赚取591.35万元
Xin Lang Cai Jing· 2025-09-24 02:31
Group 1 - The core viewpoint of the news is that Feikai Materials has experienced a significant stock price increase, rising 5.52% on September 24, reaching 26.94 yuan per share, with a total market capitalization of 15.274 billion yuan [1] - Feikai Materials has seen a cumulative increase of 14.08% over the past six days, indicating strong market performance [1] - The company's main business segments include screen display materials (52.32%), semiconductor materials (24.51%), and UV curing materials (22.78%) [1] Group 2 - Among the top shareholders, the Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 1.0217 million shares in the second quarter, now holding 4.194 million shares, which is 0.74% of the circulating shares [2] - The Southern CSI 1000 ETF has generated a floating profit of approximately 5.9135 million yuan today and 13.211 million yuan during the six-day increase [2] - The fund has a total scale of 64.953 billion yuan and has achieved a year-to-date return of 25.67% [2] Group 3 - The fund manager of Southern CSI 1000 ETF is Cui Lei, who has been in the position for 6 years and 323 days, with a total asset scale of 94.976 billion yuan [3] - During Cui Lei's tenure, the best fund return was 139.52%, while the worst was -15.93% [3]
飞凯材料股价跌5.03%,南方基金旗下1只基金位居十大流通股东,持有419.4万股浮亏损失499.08万元
Xin Lang Cai Jing· 2025-09-04 06:33
Company Overview - Feikai Materials, established on April 26, 2002, and listed on October 9, 2014, is located at 2999 Panjing Road, Baoshan District, Shanghai. The company specializes in the research, production, and sales of new materials, particularly ultraviolet curing materials suitable for high-tech applications [1]. - The main revenue composition of Feikai Materials includes: 47.11% from display materials, 23.40% from semiconductor materials, 21.08% from ultraviolet curing materials, 6.75% from organic synthesis materials, and 1.66% from other sources [1]. Stock Performance - On September 4, Feikai Materials' stock fell by 5.03%, trading at 22.47 CNY per share, with a transaction volume of 731 million CNY and a turnover rate of 5.61%. The total market capitalization is 12.739 billion CNY [1]. Shareholder Information - Among the top ten circulating shareholders of Feikai Materials, the Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 1.0217 million shares in the second quarter, bringing its total to 4.194 million shares, which accounts for 0.74% of the circulating shares. The estimated floating loss today is approximately 4.9908 million CNY [2]. - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a current scale of 64.953 billion CNY. Year-to-date returns are 22.23%, ranking 1837 out of 4222 in its category; over the past year, returns are 59.18%, ranking 1272 out of 3789; and since inception, returns are 8.17% [2]. Fund Management - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 303 days. The total asset scale under management is 94.976 billion CNY, with the best fund return during the tenure being 136.9% and the worst being -16.81% [3].
飞凯材料股价涨5.06%,南方基金旗下1只基金位居十大流通股东,持有419.4万股浮盈赚取486.5万元
Xin Lang Cai Jing· 2025-09-03 03:43
Group 1 - The core viewpoint of the news is that Feikai Materials has seen a stock price increase of 5.06%, reaching 24.10 CNY per share, with a trading volume of 609 million CNY and a turnover rate of 4.63%, resulting in a total market capitalization of 13.663 billion CNY [1] - Feikai Materials, established on April 26, 2002, and listed on October 9, 2014, specializes in the research, production, and sales of new materials, particularly ultraviolet curing materials suitable for high-tech applications [1] - The company's main business revenue composition includes: display materials (47.11%), semiconductor materials (23.40%), ultraviolet curing materials (21.08%), organic synthesis materials (6.75%), and others (1.66%) [1] Group 2 - Among the top ten circulating shareholders of Feikai Materials, a fund under Southern Fund has increased its holdings in the Southern CSI 1000 ETF (512100) by 1.0217 million shares in the second quarter, now holding 4.194 million shares, which accounts for 0.74% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY, achieving a year-to-date return of 24.03% and a one-year return of 62.92% [2]
飞凯材料涨2.09%,成交额3.37亿元,主力资金净流出4785.59万元
Xin Lang Cai Jing· 2025-09-03 03:43
Core Viewpoint - Feikai Materials has shown significant stock performance with a year-to-date increase of 49.22%, indicating strong market interest and potential growth in the high-tech materials sector [1][2]. Financial Performance - For the first half of 2025, Feikai Materials reported a revenue of 1.462 billion yuan, representing a year-on-year growth of 3.80% [2]. - The net profit attributable to shareholders for the same period was 217 million yuan, marking a substantial increase of 80.45% year-on-year [2]. Stock Market Activity - As of September 3, Feikai Materials' stock price was 23.42 yuan per share, with a trading volume of 337 million yuan and a turnover rate of 2.60% [1]. - The company experienced a net outflow of main funds amounting to 47.86 million yuan, with significant buying and selling activities from large orders [1]. Shareholder Information - As of August 20, the number of shareholders for Feikai Materials increased to 66,300, a rise of 14.40% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 12.58% to 8,505 shares [2]. Dividend Distribution - Since its A-share listing, Feikai Materials has distributed a total of 318 million yuan in dividends, with 137 million yuan distributed over the last three years [3]. Major Shareholders - As of June 30, 2025, the top circulating shareholders included Southern CSI 1000 ETF, which increased its holdings by 1.021 million shares [3]. - Hong Kong Central Clearing Limited reduced its holdings by 190,900 shares, while Huaxia CSI 1000 ETF entered as a new shareholder with 247,220 shares [3].
飞凯材料:公司目前主营业务所处市场正步入良性发展轨道
Zheng Quan Ri Bao Wang· 2025-08-29 10:44
Group 1 - The company expects steady market growth driven by demand from artificial intelligence, data centers, and consumer electronics in the semiconductor sector [1] - The demand for ultraviolet curing materials, particularly for fiber optic cable coating materials, is showing signs of recovery, while non-fiber coating business is affected by fluctuations in downstream demand [1] - The price volatility of liquid crystal display panels typically impacts the production capacity of panel manufacturers, leading to uncertainty in material supply demand and business growth [1] Group 2 - Overall, the company's main business is entering a positive development track, but uncertainties in domestic and international macroeconomic conditions remain [1] - The industry's prosperity is closely related to downstream fixed asset investment and capacity expansion cycles [1] - The company is closely monitoring industry dynamics and increasing investment in new technologies, products, and processes to ensure long-term stability and sustainable development of its operations [1]
飞凯材料(300398) - 2025年8月28日投资者关系活动记录表
2025-08-29 01:25
Financial Performance - The company achieved a revenue of approximately 1.462 billion RMB in the first half of 2025, representing a year-on-year growth of 3.80% [2] - Net profit attributable to shareholders was about 217 million RMB, an increase of 80.45% compared to the same period last year [3] - The net profit excluding non-recurring gains and losses was approximately 176 million RMB, reflecting a growth of 40.47% year-on-year [3] Business Segments Performance - Semiconductor materials revenue grew by 1.14% year-on-year; excluding the impact of the divestiture of a subsidiary, the actual growth was about 11% [3] - Screen display materials revenue increased by 4.56% year-on-year, with liquid crystal business remaining stable and OLED protective films generating approximately 10 million RMB in revenue [3] - UV curing materials revenue rose by 6.89% year-on-year, with significant growth in optical fiber coatings [3] - Organic synthesis materials segment saw an overall revenue growth of approximately 9.90% year-on-year [3] Strategic Acquisitions - The company completed the acquisition of JNC Corporation's subsidiaries, contributing to revenue growth by including their income in the consolidated financial statements [2] Future Outlook - The company aims to deepen its focus on niche markets within the materials industry and enhance collaboration with industry partners for sustainable growth [4] - The semiconductor sector is expected to benefit from ongoing demand driven by artificial intelligence and consumer electronics [17] Cost Management and Profitability - The net profit excluding non-recurring items increased by 27.68% quarter-on-quarter, attributed to lower raw material prices and effective cost control measures [5][6] - The impact of recent price increases in photoinitiators on gross margins is expected to be minimal due to effective supply chain management [7] Product Development and Market Expansion - The company is actively pursuing new product registrations for TMO products in multiple regions, with strong sales performance anticipated for the year [8] - In advanced packaging, the company has made significant progress in developing key materials and plans to expand its product offerings [9][10] - The company is also working on automotive exterior coatings, with ongoing testing and certification processes [12] Market Dynamics - The global liquid crystal market has an annual demand of approximately 900 tons, with small and medium-sized liquid crystal demand accounting for about 200 tons, offering higher value and profitability [11] - The company is strategically positioning itself to capture market share in the high-value small-sized liquid crystal segment following the acquisition of JNC's liquid crystal business [11]
飞凯材料(300398):25H1净利大增 各业务稳步增长
Xin Lang Cai Jing· 2025-08-29 00:46
Core Viewpoint - Feikai Materials reported a steady growth in revenue and significant increase in net profit for the first half of 2025, indicating resilience in its business despite challenges in specific segments [1][2]. Group 1: Financial Performance - In H1 2025, the company achieved revenue of 1.46 billion yuan, a year-on-year increase of 3.8%, and a net profit attributable to shareholders of 217 million yuan, up 80% year-on-year (non-recurring profit increased by 40%) [1]. - For Q2 2025, the company recorded revenue of 760 million yuan, a 2.9% increase year-on-year, and a net profit of 97 million yuan, reflecting a 61% year-on-year growth [1]. - The company proposed an interim dividend of 0.04 yuan per share (before tax) [1]. Group 2: Segment Performance - The screen display materials segment generated revenue of 706 million yuan, up 4.6% year-on-year, although the gross margin decreased by 1.4 percentage points to 38.3% [2]. - The semiconductor materials segment achieved revenue of 331 million yuan, a 1.1% increase year-on-year, with a gross margin improvement of 1.27 percentage points to 37.94% [2]. - The ultraviolet curing materials segment reported revenue of 307 million yuan, a 6.7% increase year-on-year, but the gross margin fell by 1.38 percentage points to 36.71% [2]. - The sale of 100% equity in Dairui Technology contributed 55.68 million yuan to investment income, enhancing overall performance [2]. Group 3: Strategic Opportunities - The company is actively positioning itself in the integrated circuit sector, capitalizing on the demand for advanced packaging materials driven by AI and the advancement of process technologies [3]. - The EMC epoxy encapsulant is transitioning from mid-to-low-end applications to high-margin advanced packaging, with new high-performance GMC and LMC products under development [3]. - The OLED market continues to grow, and the company is leveraging its strengths in liquid crystal materials to strategically position itself for future opportunities [3]. - The development of new types of optical fibers, such as hollow-core fibers, is creating new demand for fiber coating materials, where the company holds a leading position [3]. Group 4: Profit Forecast and Valuation - The company has adjusted its revenue growth forecast upward, leading to an increase in net profit estimates for 2025-2027 to 374 million, 394 million, and 437 million yuan, respectively [4]. - The earnings per share (EPS) estimates have been revised to 0.66, 0.70, and 0.77 yuan for 2025-2027 [4]. - Based on comparable company valuations, a target price of 24.42 yuan has been set for 2025, reflecting a 37x price-to-earnings ratio, with a maintained "buy" rating [4].